Position in BIV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,715,686
+$710,064 QoQ
Shares Held
242,494
+4.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,715,686 | 242,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,005,622 | 231,197 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,994,821 | 179,214 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,050,422 | 155,811 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,066,126 | 144,523 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,821,392 | 77,899 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,749,771 | 73,367 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,260,423 | 70,242 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,286,746 | 70,116 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,513,075 | 85,272 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,776,870 | 66,061 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,890,379 | 25,128 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,687,353 | 87,143 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,722,317 | 50,085 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,568,839 | 62,178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,025,601 | 13,208 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $912,202 | 11,138 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $899,068 | 10,261 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $854,420 | 9,553 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,278,691 | 14,214 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $577,099 | 6,504 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $374,464 | 4,033 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||